SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $955,671 | +4.3% | 29,670 | -8.9% | 1.28% | +0.2% |
| Q3 2022 | $916,000 | -40.9% | 32,573 | -34.0% | 1.28% | -36.1% |
| Q2 2022 | $1,551,000 | -53.8% | 49,318 | -46.0% | 2.00% | +42.1% |
| Q1 2022 | $3,356,000 | -44.2% | 91,398 | -40.9% | 1.41% | -32.8% |
| Q4 2021 | $6,010,000 | +7.4% | 154,617 | +7.0% | 2.09% | +1.1% |
| Q3 2021 | $5,594,000 | +8.7% | 144,551 | +10.8% | 2.07% | +5.1% |
| Q2 2021 | $5,145,000 | +166.3% | 130,421 | +153.9% | 1.97% | +143.1% |
| Q1 2021 | $1,932,000 | +74.1% | 51,363 | +73.6% | 0.81% | +69.1% |
| Q4 2020 | $1,110,000 | -76.8% | 29,580 | -79.2% | 0.48% | -81.9% |
| Q4 2019 | $4,786,000 | +50.0% | 142,308 | +42.1% | 2.64% | +34.6% |
| Q3 2019 | $3,190,000 | +12.9% | 100,129 | +13.7% | 1.96% | +11.0% |
| Q2 2019 | $2,825,000 | +5.2% | 88,035 | +2.7% | 1.77% | +2.1% |
| Q1 2019 | $2,685,000 | +13.5% | 85,743 | +2.8% | 1.73% | +2.2% |
| Q4 2018 | $2,365,000 | +3.0% | 83,417 | +21.8% | 1.70% | +15.5% |
| Q3 2018 | $2,297,000 | +20.5% | 68,493 | +18.7% | 1.47% | +11.6% |
| Q2 2018 | $1,907,000 | +18.2% | 57,695 | +20.5% | 1.32% | +14.5% |
| Q1 2018 | $1,614,000 | +26.5% | 47,878 | +27.8% | 1.15% | +26.7% |
| Q4 2017 | $1,276,000 | – | 37,461 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |